C130: Essential Skills for the Insurance Broker and Agent

Please note that the final examination for this course is a
computer-based exam.

Essential Skills for the Insurance Broker and Agent
gives an overview of insurance business practices from the broker’s perspective.
This skills-based course concentrates on the needs of personal lines clients and
small commercial risks and is immediately useful, especially to the junior
broker.

Essential Skills for the Insurance Broker and Agent
begins by introducing the broker as insurance intermediary and gives insight
into the skills that a typical broker needs to perform effectively. You will
follow the progress of a risk from initial contact with the client through the
evaluation and application process to binding and policy documents. In this
course, you will also review the major product lines and common policy
transactions that a broker handles.

• The role of insurance
intermediary• Overview of broker "soft" skills• Practical risk
analysis• Applying for insurance• Completing the
application• From binder to policy• Property
insurance• Liability insurance• Automobile
insurance• Overview of common insurance transactions• Broker’s role in claims
process

Who Should Register

All insurance courses offered by The Insurance Institute are designed for
individuals who want to attain a highly recognized and respected professional
designation in the p&c industry. The professional designation Chartered
Insurance Professional (CIP) is recognized across Canada and elsewhere around
the world as the benchmark of insurance professionalism.

Essentials Skills for the Insurance Broker and Agent is for industry professionals, including brokers and agents, underwriters
and adjusters,
who want a comprehensive p&c education and the skills and knowledge required
to advance their
careers.

Course Offerings

The following are the courses, by methodology, that are being offered by the institute.